See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,829 | $176,812-57.7% | $146,665-49.0% | $167,490-55.3% |
| Participation rate | 68.8% | 83.6%-14.9pp | 80.1%-11.3pp | 82.1%-13.4pp |
| Annual return | 14.11% | 24.03%-9.9pp | 22.74%-8.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $2,121 | $5,160-58.9% | $4,136-48.7% | $4,837-56.1% |
| Participant deferral / active EE | $4,988 | $6,440-22.5% | $5,506-9.4% | $6,341-21.3% |
| Admin fee / account holder | $652 | $13,259-95.1% | $10,280-93.7% | $12,309-94.7% |